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Legacy Wealth Asset Management’s Crown Castle CCI Stock Holding History

Legacy Wealth Asset Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,021
Closed -$246K – 382
2026
Q1 		$246K Sell
3,021
-1,369
-31% -$118K 0.06% 335
2025
Q4 		$390K Buy
4,390
+42
+1% +$3.86K 0.1% 292
2025
Q3 		$420K Sell
4,348
-6,530
-60% -$661K 0.1% 281
2025
Q2 		$1.12M Buy
10,878
+30
+0.3% +$3.04K 0.28% 92
2025
Q1 		$1.13M Buy
10,848
+710
+7% +$66.3K 0.31% 86
2024
Q4 		$920K Sell
10,138
-932
-8% -$97.4K 0.25% 101
2024
Q3 		$1.31M Buy
11,070
+141
+1% +$15.5K 0.35% 75
2024
Q2 		$1.07M Buy
10,929
+3,361
+44% +$331K 0.3% 92
2024
Q1 		$801K Buy
7,568
+258
+4% +$28.1K 0.22% 125
2023
Q4 		$842K Sell
7,310
-77
-1% -$7.89K 0.28% 105
2023
Q3 		$680K Buy
7,387
+345
+5% +$35.7K 0.25% 123
2023
Q2 		$802K Buy
7,042
+238
+3% +$28.3K 0.28% 96
2023
Q1 		$911K Buy
6,804
+92
+1% +$12.7K 0.33% 88
2022
Q4 		$910K Buy
6,712
+205
+3% +$27.7K 0.35% 90
2022
Q3 		$941K Sell
6,507
-1,748
-21% -$299K 0.41% 72
2022
Q2 		$1.39M Sell
8,255
-140
-2% -$25.5K 0.56% 35
2022
Q1 		$1.55M Buy
8,395
+344
+4% +$61.2K 0.55% 36
2021
Q4 		$1.68M Buy
8,051
+753
+10% +$139K 0.57% 22
2021
Q3 		$1.26M Buy
7,298
+65
+0.9% +$12.6K 0.58% 32
2021
Q2 		$1.41M Sell
7,233
-14
-0.2% -$2.62K 0.63% 19
2021
Q1 		$1.25M Buy
7,247
+80
+1% +$12.8K 0.58% 26
2020
Q4 		$1.14M Buy
+7,167
New +$1.16M 0.57% 33

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Wealth Asset Management's CCI Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 3,021 shares — an estimated $246K sold.

Legacy Wealth Asset Management first reported a position in CCI in Q4 2020 and held it in 22 quarters. The position peaked at $1.68M in Q4 2021. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,021 Crown Castle shares in Q2 2026, an estimated $246K.
  • Legacy Wealth Asset Management first reported a position in Crown Castle in Q4 2020 and held it in 22 quarters.
  • Legacy Wealth Asset Management's Crown Castle position peaked at $1.68M in Q4 2021.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.